+48.9%
APH vs BLDR
-58.1%
+107.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.6% | -0.5% |
| 7D | +0.2% | -0.3% | +0.5% | +0.3% |
| 30D | -3.3% | -16.2% | +12.9% | -0.7% |
| 3M | +14.0% | -14.4% | +28.5% | +16.2% |
| 6M | +24.4% | -32.8% | +57.2% | +29.9% |
| YTD | +21.4% | -39.2% | +60.6% | +27.8% |
| 1Y | +48.9% | -57.7% | +106.6% | +52.1% |
| All | +48.9% | -58.1% | +107.0% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling